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AFAM Capital’s iShares National Muni Bond ETF MUB Stock Holding History

AFAM Capital’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-17,113
Closed -$1.9M – 200
2017
Q4 		$1.9M Buy
17,113
+143
+0.8% +$15.8K 0.21% 149
2017
Q3 		$1.88M Buy
16,970
+4,310
+34% +$478K 0.23% 141
2017
Q2 		$1.39M Buy
12,660
+4,962
+64% +$546K 0.18% 154
2017
Q1 		$839K Sell
7,698
-205
-3% -$22.2K 0.12% 161
2016
Q4 		$855K Buy
7,903
+256
+3% +$28K 0.13% 160
2016
Q3 		$862K Buy
7,647
+3,351
+78% +$380K 0.14% 155
2016
Q2 		$489K Buy
+4,296
New +$483K 0.08% 163

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AFAM Capital's MUB Position: Q1 2018 in Review

AFAM Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2018, closing a stake of 17,113 shares — an estimated $1.9M sold.

AFAM Capital first reported a position in MUB in Q2 2016 and held it in 7 quarters. The position peaked at $1.9M in Q4 2017. 504 funds tracked by Wall St. Rank hold MUB as of Q1 2018.

  • AFAM Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • AFAM Capital sold 17,113 iShares National Muni Bond ETF shares in Q1 2018, an estimated $1.9M.
  • AFAM Capital first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 7 quarters.
  • AFAM Capital's iShares National Muni Bond ETF position peaked at $1.9M in Q4 2017.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2018.

Based on AFAM Capital's 13F filing for Q1 2018, filed 8 May 2018.